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Global Wealth Strategies & Associates’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Global Wealth Strategies & Associates’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-115
Closed -$3.88K – 345
2023
Q1 		$3.88K Buy
115
+12
+12% +$400 ﹤0.01% 225
2022
Q4 		$3.24K Buy
+103
New +$3.14K ﹤0.01% 239

Other funds holding SCHC

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Global Wealth Strategies & Associates's SCHC Position: Q2 2023 in Review

Global Wealth Strategies & Associates sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2023, closing a stake of 115 shares — an estimated $3.88K sold.

Global Wealth Strategies & Associates first reported a position in SCHC in Q4 2022 and held it in 2 quarters. The position peaked at $3.88K in Q1 2023. 371 funds tracked by Wall St. Rank hold SCHC as of Q2 2023.

  • Global Wealth Strategies & Associates reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 115 Schwab International Small-Cap Equity ETF shares in Q2 2023, an estimated $3.88K.
  • Global Wealth Strategies & Associates first reported a position in Schwab International Small-Cap Equity ETF in Q4 2022 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Schwab International Small-Cap Equity ETF position peaked at $3.88K in Q1 2023.
  • 371 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2023, filed 5 Jul 2023.